精选理由
Anthropic的ARR定义引发行业讨论，了解其收入模式变化。
Anthropic的ARR可能存在双重含义，引发行业关注。其收入可能不会持续，随着转向开放模型而减少。
原文 · Gary Marcus
Bingo, @chamath! ARR can mean both “Annual Recurring Revenue” and “Annualized Run Rate” and Anthrop...
Bingo, @chamath ! ARR can mean both “Annual Recurring Revenue” and “Annualized Run Rate” and Anthropic (or least its supporters) may well be playing games with that, implying the former but really talking about the latter. And of course there is a substantial chance that a lot of this year’s revenue won’t recur for them, as it moves over to open models. Chamath Palihapitiya @chamath @zerohedge Because the word “recurring” in ARR may not actually mean recurring? 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 2 👀 809 ⚡